About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Global Fund Order Placement (GFOP)
Alternative Assets Trade Order Placement comprisesof four departments. Fund of Hedge Fund, Fund Order Connect, Transitions New Business & Power of Attorney. We are seeking a highly motivated and detail-oriented partner to join our GFOP operations team. This role is instrumental in managing the completion of fund documentation for target funds, monitoring trade orders for daily European mutual funds, and ensuring accurate fund order routing through our sub-custodian. The ideal candidate will possess strong technical abilities, exceptional attention to detail, and a collaborative mindset to effectively partner with client servicing teams and senior stakeholders.
This role offers the opportunity to work in a dynamic and collaborative environment within the financial services industry.
Joining our fast-paced operations team offers an unparalleled opportunity to be part of a culture that values personal growth, collaboration, and client-centricity. We believe in fostering an environment where individuals can thrive professionally and personally, with ample opportunities for learning and development. Our team is driven by a shared commitment to delivering exceptional service to our clients, and we embrace collaboration as a cornerstone of our success. By joining us, you'll have the chance to work alongside talented professionals who are dedicated to excellence and innovation. Whether you're looking to expand your skill set, make a meaningful impact, or grow your career, our team provides the supportive and dynamic environment you need to succeed. If you are passionate about Fund Services and thrive in a collaborative environment, we encourage you to apply.
This position offers a unique opportunity to play a key role in the global fund order placement process, if you thrive in a dynamic and fast-paced setting and are passionate about delivering excellence, then this may be the role for you.
Come be a part of our culture of excellence and collaboration, where every member is valued and empowered to reach their full potential.
Roles and Responsibilities
Consultant
Operational Efficiency Resiliency and Productivity:
• Complete assigned workload within SLAs as outlined in relevant SLDs
• No ASLs as a result of non-adherence to procedures
• Prioritize workload on a daily basis
• Manage and monitor work queues on a continuous basis and assign work to Partners as required
• Maintain high levels of operational efficiency by optimizing processes, reducing waste, and maximizing resource utilisation.
• Foster a culture of resilience by proactively identifying and mitigating risks, adapting to changing circumstances and ensuring business stability
• Lead and Manage the continuous flow of orders within the approval folders, communicate clearly with your peers to ensure deadlines are met and risks mitigated
• Maintain department KPIs, analysis data on a monthly basis and highlight areas of efficiency .
• Present data driven analysis on a quarterly basis to the team
• Foster a supportive and inclusive work environment where Partners feel empowered to share ideas, raise concerns, and collaborate towards common goals
Deliver and Manage Client Expectations:
- Action all assigned emails in a timely and professional manner
- Communicate clearly and provide accurate resolutions to client queries
- Hold clients and stakeholders accountable by adhering to the controls and procedures in place across GFOP
- Act as the first level of escalation for Partners, assist with queries and email management
- Build a network of relationships across all areas of the company.
- Collaborate and Partner with client servicing teams, to investigate and close out client escalations
- Lead and drive the implementation of a customer satisfaction score card across the full suite of GFOP products and service offerings
- Act as a POC for a high profile client, managing the relationship ensuring client satisfaction
Scalability Continuous Process Improvement:
- Seek out non value added processes across GFOP
- Challenge the status quo by adapting a continuous improvement mindset and identifying at least one process that can be improved within GFOP
- Work with Partners to implement process improvements throughout the year
- Lead and drive change in an efficient and scalable manner throughout the year through open communication and brainstorming sessions
- Ensure scalability is at the forefront throughout this year holding and engaging with leadership on a regular basis with suggestions and ideas brought forward by the team
- Find an implement at least one process improvement which will contribute to a financial savings for GFOP.
- Prepare and present at least one business case with an idea or opportunity found for process improvement which aligns with our scalability goal
Training and Development:
- Complete all internal mandatory training courses in a timely manner
- Seek out and identify training gaps across GFOP
- Facilitate training sessions on a regular basis both remotely and in person
- Lead morning and afternoon huddles on a weekly basis
- Put measurements in place to increase team engagement and active participation
- Ensure procedures are reviewed and submitted for approval on an annual basis and ad-hoc when required
- Create and maintain a database utilising the suite of MS365 applications to house procedural documents and guides for all products across GFOP
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected].
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
